See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,337 | $177,572-90.2% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 23.34% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,393 | $4,810-71.0% | $4,305-67.6% | $4,299-67.6% |
| Participant deferral / active EE | $2,727 | $6,272-56.5% | $5,540-50.8% | $6,507-58.1% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |